Number of Shares
53,297.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
3.42%
Total Estimate Gain
$129,729.69
% of Total Estimate Gain
7.90%

Virtus KAR Global Small-Cap Fund's Ncino Inc Holding Summary

As of 2025-03-31, Virtus KAR Global Small-Cap Fund held 53,297.00 shares of Ncino Inc(NCNO), totaling $1.46 Mil. This investment constitutes 3.42% of their stock portfolio, and Virtus KAR Global Small-Cap Fund now holds 0.05% of the outstanding Ncino Inc(NCNO) stock.

The initial trade took place in 2023Q2. And since then Virtus KAR Global Small-Cap Fund has made 3 purchases of NCNO, at an average price of $27.12, for a total of 60,584.00 shares. In addition, there have been 3 sales at an average price of $32.48 for 7,287.00 shares. Based on historical transaction data and NCNO's current price of $28.82, Virtus KAR Global Small-Cap Fund's estimated gain on his NCNO holdings is $129,729.69, reflecting a 7.90% gain to date.

Virtus KAR Global Small-Cap Fund NCNO ($28.82) Holding Chart

Virtus KAR Global Small-Cap Fund NCNO ($28.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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